Kapture customer profile system creates a better way to classify and segment your clients based on custom parameters such as zone and nature of business. Now you can label and grade your entire customer base. Also, distinguish your most valuable customers based on special VIP tags.
Segregate your customers based on their active and prospective customer statuses. Now you can create separate workflows and email sequences for each particular segment. Now enables you to achieve the best approach for each customer segment.
Reward your loyal customers and bulk buyers with custom rate plans. Set different rate plans for individual customers and design a differentiated pricing strategy. Easily recall individual rate cards for each customer and quickly generate new orders.
The cloud profiling tool helps you record, store and access all your customer previous interactions with your business. Now you can access any particular customer information such as order history, number of quotations and invoices sent, payments received, received complaints, meeting and email history, etc.
Start sending relevant warm wishes on the special dates for your customers such as birthday, anniversary and other special occasions. By tailoring each email to appeal to your customers, you can ensure that you needn’t send anymore generic sounding emails starting with ‘belated-wishes.’
Plan and arrange meetings with your existing customers based on their previous meetings. Now you can arrange the optimal number of meetings to procure new orders or retain existing accounts.
Segment your customers based on their operating locations and lay down identifiable customer zones. This helps you create a direct and straight-forward assessment to manage your customer base.
Schedule tasks and customer follow-ups and easily manage them with timely reminders and alerts.
Save multiple contacts within each customer profile with important details like department and designation.
Quickly add and manage multiple branch offices and sub-offices to a customer’s profile.
Create and attach order contracts and agreements to the relevant customer profile.
Avoid data duplication by merging duplicate contacts into one single profile.